Back to filter
Original filing (PDF)20251015154239NAL0002571491001
ZEOMEGA, INC.
Form 5500
FILING_RECEIVED
ZEOMEGA, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
128
Accounts w/ balance
117
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZEOMEGA, INC..
Plan sponsor
Name
ZEOMEGA, INC.
EIN
45-2879763
Address
6200 TENNYSON PKWY · STE 200 · PLANO, TX · 75024
Phone
(214) 618-9880
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $26K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | CONTRACT ADMIN | $1K | — |
Investments
28 direct securities · 1 pooled fund· $22.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$11.9M
28 holdings
Pooled Separate Account
$10.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $10.9M | 92.2% | |
| MFS Lifetime 2045 R6 Pooled separate accounts - | — | — | — | $1.9M | 16.4% | |
| Vanguard Growth Index Admrl Pooled separate accounts - | — | — | — | $1.5M | 12.5% | |
| MM S&P 500 Index I Pooled separate accounts - | — | — | — | $1.1M | 9.4% | |
| MFS Lifetime 2025 R6 Pooled separate accounts - | — | — | — | $840K | 7.1% | |
| MFS Lifetime 2040 R6 Pooled separate accounts - | — | — | — | $786K | 6.6% | |
| Fixed account: Group annuity contract - | — | — | — | $655K | 5.5% | |
| Vanguard Mid-Cap Value Index Admrl Pooled separate accounts - | — | — | — | $541K | 4.6% | |
| Vanguard Total Instl Stock Adm Pooled separate accounts - | — | — | — | $524K | 4.4% | |
| MFS Lifetime 2050 R6 Pooled separate accounts - | — | — | — | $521K | 4.4% | |
| MFS Lifetime 2030 R6 Pooled separate accounts - | — | — | — | $491K | 4.1% | |
| Columbian Contrarian Core Inst3 Pooled separate accounts - | — | — | — | $306K | 2.6% | |
| Various maturity dates and * Notes receivable from participants 5.25% - 10.50% interest rates - | — | — | — | $274K | 2.3% | |
| MFS Lifetime Income R6 Pooled separate accounts - | — | — | — | $274K | 2.3% | |
| MFS Lifetime 2035 R6 Pooled separate accounts - | — | — | — | $246K | 2.1% | |
| MFS Value R6 Pooled separate accounts - | — | — | — | $219K | 1.8% | |
| MFS Lifetime 2055 R6 Pooled separate accounts - | — | — | — | $207K | 1.7% | |
| Vanguard Small-Cap Index Adm Pooled separate accounts - | — | — | — | $192K | 1.6% | |
| JP Morgan Mid Cap Growth R6 Pooled separate accounts - | — | — | — | $179K | 1.5% | |
| Blackrock Ishares Russell 2000 Sm Cap Ix K Pooled separate accounts - | — | — | — | $168K | 1.4% | |
| Blackrock Ishares Us Aggregate Bond Ix K Pooled separate accounts - | — | — | — | $155K | 1.3% | |
| Invesco International Growth R6 Pooled separate accounts - | — | — | — | $152K | 1.3% | |
| Vanguard Total Bond Market Ind Adm Pooled separate accounts - | — | — | — | $130K | 1.1% | |
| MFS Corporate Bond R6 Pooled separate accounts - | — | — | — | $107K | 0.9% | |
| Invesco Small Cap Growth R6 Pooled separate accounts - | — | — | — | $105K | 0.9% | |
| American Funds Europacific Growth R6 Pooled separate accounts - | — | — | — | $80K | 0.7% | |
| MFS Lifetime 2060 R6 Pooled separate accounts - | — | — | — | $75K | 0.6% | |
| Pimco Investment Grade Credit Bond Inst Pooled separate accounts - | — | — | — | $68K | 0.6% | |
| Blackrock Core Bond K Pooled separate accounts - | — | — | — | $26K | 0.2% |